Director of FP&A - Wealth Management
JCW Group
Job Description
JCW Search is partnering with a well-established investment firm and RIA in New York City to hire a Director of FP&A. The role combines financial planning and analysis of the firm's investments with ownership of compensation analysis, and it works closely with senior leadership on strategic decisions.
\nWhat you'll do:
\n- \n
- Lead budgeting, forecasting, and long-range planning across the firm and its investment activities \n
- Analyze investment performance, returns, and revenue drivers to support strategic and capital allocation decisions \n
- Own compensation analysis and modeling, including advisor and investment team comp structures, incentive and bonus plans, and benchmarking \n
- Build and maintain financial models, dashboards, and KPI reporting for executive leadership and partners \n
- Deliver variance analysis and insight on firm profitability, AUM trends, and fee revenue \n
- Partner with finance, investment, and HR teams internally. \n
What we're looking for:
\n- \n
- 8+ years of FP&A experience, ideally within asset management, wealth management, or an RIA \n
- Deep experience with compensation analysis and modeling in a financial services setting \n
- Strong understanding of investment economics, AUM-based revenue models, and fee structures \n
- Advanced Excel and financial modeling skills; [Adaptive / Anaplan / BI tools] a plus \n
- CFA, CPA, or MBA preferred \n
- Comfortable presenting to senior leadership and translating data into clear recommendations \n
Vacancy posted 26 days ago
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